Expert1 News

News relating to Expert1's Products and Services

For more information on our Loan Origination and Management products visit our Product Page.

For updates and product downloads visit our Support Files Page.

Phoenix - Version 3.04

Bug

  • [PHOEN-111] - Select introducer first for quote calculator
  • [PHOEN-120] - Fix Application Status report
  • [PHOEN-122] - Fix Application missing when LastOpenedByContact is missing
  • [PHOEN-125] - Error when opening Account Definition
  • [PHOEN-130] - Library controls does not start collapsed and isn't alphabetical
  • [PHOEN-131] - Account Calculator, calculator values should show aligned right
  • [PHOEN-132] - Add the GenerateAccountNumber control to the upgrade script

New Feature

  • [PHOEN-40] - Add flag to Notes for Internal/External

Improvement

  • [PHOEN-108] - Introducer Organisation - ACN and ABN stored
  • [PHOEN-112] - Add New Counter to Account definition - Used for Document numbering
  • [PHOEN-114] - Confirm when disabling or enabling account type
  • [PHOEN-123] - Improvements to Open Applications Window
  • [PHOEN-126] - Move Income/Expense entry creation out of workflow code

Phoenix - Version 3.3.0

Bug

  • [PHOEN-89] - Sort Document Instructions on Document Edit Form Alphabetically
  • [PHOEN-90] - Document Designer start with fields collapsed
  • [PHOEN-92] - Sort Account Definitions Alphabetical in Quote Calculator
  • [PHOEN-93] - Print button doesn't work on Application Screen
  • [PHOEN-99] - Add Title to Expert1 Designer Screen
  • [PHOEN-104] - Exception when reprocessing an application
  • [PHOEN-107] - New account type error
  • [PHOEN-109] - Applications with invalid lastopenenedbycontactid don't show in search results
  • [PHOEN-110] - Escape invalid characters inside xmlhelper addattribute
  • [PHOEN-118] - Database upgrade failure to fetch upgrade file does not stop progress indicator

New Feature

  • [PHOEN-38] - Notifications on New Application

Improvement

  • [PHOEN-88] - Add Application Menu
  • [PHOEN-95] - Improve Save process for Plugins
  • [PHOEN-97] - Add Activated column to Expert1 Designer open windows
  • [PHOEN-100] - Add prompt when adding an individual introducer to open account definition
  • [PHOEN-101] - Filter Ent_List - Security Address based on state sub filter
  • [PHOEN-117] - Add workflow name to title bar

Tango32 V4.18 Released

Bugs Fixed

  •     [TAN-222] - Loan transaction reversals with Creditor trans - reversals generate same GL trans
  •     [TAN-220] - Type mismatch when creating VEDA extract
  •     [TAN-219] - Add better field validation errors for New Client Wizard


Improvements

  •     [TAN-218] - Re-assign Process to have Process as at Date
  •     [TAN-216] - Optional Change to Arrears for LOC accounts
  •     [TAN-215] - Change image saving to remove leading characters
  •     [TAN-163] - Ability to save a form letter to the document library on generation
  •     [TAN-140] - Prevent debit accounts from going negative
  •     [TAN-135] - Expand width of Postcode and Postal and Residential addresses

Tango32 V4.17 Released


Bugs Fixed

  •     [TAN-214] - ODI charged via subledger as debit not appearing on Receipt allocation Rep
  •     [TAN-213] - VOID transactions display incorrect warning message with large voids
  •     [TAN-211] - Unable to create VOID transactions using API Stored Procedure
  •     [TAN-209] - Cannot select loan from search form when borrower has "No Correspondence" enabled


Improvements

  •     [TAN-212] - Expose Override Bank Account Details in XML API
  •     [TAN-210] - Add Import/Export Format for NZ Banking
  •     [TAN-207] - Allow entry of "Arrangement Amount" as part of a diary reminder which relates to an arrears arrangement
  •     [TAN-166] - Direct debit for credit cards now split into valid and error batch
  •     [TAN-159] - Changes to footer of Receipt Allocation Report
  •     [TAN-146] - Increase length of GP3 field from 2 characters to 40 characters
  •     [TAN-122] - Enhancement to Investment Statement to include Logo
  •     [TAN-79] - New Export Format for Bulk Statement run (csv)

Tango32 V4.16 Released

Bugs Fixed

  •     [TAN-206] - Error Printing form letter when "Display before printing" is not ticked.
  •     [TAN-205] - IV Customer Statement does not allow an empty statement to be generated
  •     [TAN-203] - Error when credit card type set to empty value
  •     [TAN-202] - Classification fields not being set in Wizard. Cannot be set on active account
  •     [TAN-201] - Error with CheckSecuritySetting
  •     [TAN-156] - Asset Register Report - YTD Depreciation incorrect in July of a Leap Year


Improvements

  •     [TAN-165] - Add bit flag on Form Letters to allow No Correspondence override
  •     [TAN-161] - Add Void Transactions for IV_Transactions